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Morningstar

Large Value Funds

Large-value funds invest in stocks of big U.S. companies that are less expensive or growing more slowly than other large-cap stocks. Stocks in the top 70% of the capitalization of the U.S. equity market are defined as large-cap. Value is defined based on low valuations (low price ratios and high dividend yields) and slow growth (low growth rates for earnings, sales, book value, and cash flow).

Name
Ticker
Morningstar Category
Fund Size
TTM Yield
Total Return Rank in Category
3 Year
Total Return Rank in Category
5 Year
Total Return Rank in Category
10 Year
Adjusted Expense Ratio
Minimum Initial Investment
Share Class Type
Investment Status
American Century Focused Lg Cap Val InvALVIXLarge Value3.33 Bil1.82%5571720.840%$2,500No LoadOpen
Fidelity Value DiscoveryFVDFXLarge Value3.12 Bil1.49%8651630.690%—No LoadOpen
ClearBridge Large Cap Value 1LCLIXLarge Value2.99 Bil1.27%3731350.610%—No LoadOpen
Fidelity SAI US Value IndexFSWCXLarge Value2.71 Bil4.82%2149—0.120%—No LoadOpen
Victory Income StockUSISXLarge Value2.63 Bil2.11%1648370.740%$3,000No LoadOpen
Touchstone Dividend Equity YTQCYXLarge Value2.43 Bil2.25%8098900.760%$2,500No LoadOpen
Columbia Select Large Cap Value AdvCSERXLarge Value2.35 Bil1.92%6836260.550%$2,000No LoadOpen
Columbia Large Cap Value AdvRDERXLarge Value2.33 Bil1.73%5935330.720%$2,000No LoadOpen
Thrivent Large Cap Value STLVIXLarge Value2.31 Bil1.52%1420200.560%$2,000No LoadOpen
ClearBridge Value FILMVFXLarge Value2.18 Bil0.87%2410221.150%—No LoadOpen
Columbia Dividend Opportunity AdvCDORXLarge Value2.16 Bil2.78%4774630.800%$2,000No LoadOpen
American Century Value InvTWVLXLarge Value2.14 Bil1.98%6164681.000%$2,500No LoadOpen
American Century Discplnd Cor Val InvBIGRXLarge Value2.02 Bil1.40%9576550.660%$2,500No LoadOpen
Lord Abbett Fundamental Equity F3LDFOXLarge Value1.95 Bil0.94%2141—0.630%—No LoadOpen
Lord Abbett Fundamental Equity FLAVFXLarge Value1.95 Bil0.84%2545510.790%—No LoadOpen
AB Relative Value AdvisorCBBYXLarge Value1.91 Bil1.38%3134210.650%—No LoadOpen
Brown Advisory Beutel GoodmanLg-CpValInvBIAVXLarge Value1.85 Bil1.59%———0.710%$100No LoadOpen
JHancock Equity Income 1JIEMXLarge Value1.69 Bil1.76%5954670.770%—No LoadOpen
Empower Large Cap Value Inv IIMXHAXLarge Value1.63 Bil0.93%15——0.810%—No LoadLimited
Empower Large Cap Value InvMXEQXLarge Value1.63 Bil0.03%1623400.960%—No LoadOpen
American Beacon The London Co Inc Eq InvABCVXLarge Value1.47 Bil1.78%9789641.080%$2,500No LoadOpen
Boston Partners All Cap Value InvBPAVXLarge Value1.42 Bil1.22%4336291.050%$2,500No LoadOpen
LSV Value Equity InvestorLVAEXLarge Value1.36 Bil1.78%6368—0.930%$1,000No LoadOpen
FairholmeFAIRXLarge Value1.32 Bil0.41%473981.000%$10,000No LoadOpen
Voya Russell Large Cap Value Idx Port SIRVSXLarge Value1.30 Bil1.62%6670680.600%—No LoadOpen
Hamlin High Dividend Equity InvHHDVXLarge Value1.28 Bil1.70%1325531.150%$2,500No LoadOpen
Victory ValueUVALXLarge Value1.26 Bil1.10%2662780.910%$3,000No LoadOpen
Payden Equity Income AdviserPYVAXLarge Value1.25 Bil1.30%8590660.980%$5,000No LoadOpen
GuideStone Funds Value Equity InvestorGVEZXLarge Value1.04 Bil1.12%7059720.920%$1,000No LoadOpen
Homestead ValueHOVLXLarge Value1.00 Bil1.27%241480.620%$500No LoadOpen
Sound Shore InvestorSSHFXLarge Value993.23 Mil0.57%2527480.940%$10,000No LoadOpen
Voya Corporate Leaders 100 WVYCIXLarge Value987.51 Mil1.59%311080.560%$1,000No LoadOpen
Voya Corporate Leaders Trust BLEXCXLarge Value934.89 Mil1.42%111180.520%$1,000No LoadOpen
Neuberger Berman Equity Income ENBHEXLarge Value901.06 Mil2.60%———0.060%—No LoadOpen
DWS CROCI Equity Dividend SKDHSXLarge Value900.28 Mil2.65%4391660.800%$2,500No LoadLimited
Davenport Value & IncomeDVIPXLarge Value832.17 Mil1.51%9794890.880%$5,000No LoadOpen
PACE Large Co Value Equity PPCLVXLarge Value792.45 Mil1.83%2865660.890%$10,000No LoadOpen
Cullen High Dividend Equity RetailCHDEXLarge Value772.41 Mil2.08%8595901.000%$1,000No LoadOpen
Fidelity Blue Chip ValueFBCVXLarge Value764.69 Mil1.40%2975800.860%—No LoadOpen
Voya Large Cap Value WIWEDXLarge Value717.44 Mil1.24%1618360.850%$1,000No LoadOpen
Schwab ® US Large-Cap Value IndexSWLVXLarge Value704.85 Mil2.10%7266—0.035%—No LoadOpen
VALIC Company I Dividend ValueVCIGXLarge Value667.81 Mil3.25%6675550.680%—No LoadOpen
DWS CROCI US SDCUSXLarge Value656.05 Mil1.47%5194—0.680%$2,500No LoadOpen
Nationwide BNY Mellon Dyn US Eq Inc EglNWAPXLarge Value592.74 Mil1.71%8——0.760%$50,000No LoadOpen
Fidelity Stk Selec Lg Cp ValFSLVXLarge Value583.85 Mil1.11%3336490.880%—No LoadOpen
Voya Large Cap Value Port SIPESXLarge Value580.51 Mil1.48%1517370.890%—No LoadOpen
Applied Finance Select InvestorAFVLXLarge Value570.64 Mil0.77%518—1.000%$1,000No LoadOpen
Olstein All Cap Value AdvOFAFXLarge Value552.61 Mil1.13%9981811.160%$1,000No LoadOpen
GMO U.S. Opportunistic Value IPPAEXLarge Value551.68 Mil1.94%———0.580%—No LoadOpen
AB Equity Income AdvisorAUIYXLarge Value541.11 Mil1.57%1227310.730%—No LoadOpen

Large Value Funds - Default List Criteria

This list is limited to US mutual funds that are primarily used by individual or retail investors.

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